It's so important to set up user roles and permissions right away for smooth and governed usage of the platform. Socialbakers provides the ability to select and customize user roles & permissions for secure management and viewability of data, accounts, profiles, ad accounts, approval workflows, and modules. This ensures that clients have a clear and understood approach to how teams, agencies, or any other external users work together in the platform. You can access these user roles and permissions in the Settings section of your Socialbakers account.
Two predefined account roles include: Account Admin and Account User. Account Admins have the following rights and permissions pre-selected:
Account Users have the following rights and permissions pre-selected:
For clients who have access to Publisher Only View, Client (External User) is another pre-defined role. It has only one permission selected, Publisher Only Access:
To add a new role, simply click the button +Add Account Role. From there, a side panel will appear. Name the new account role and select the permissions you'd like to have for each module. Hover over any of the tooltips to learn more about a specific permission. Save the role and it will appear as a new option in the menu moving forward.
Profile roles can be defined per profile added to the platform, and applies to the Publisher and Community modules of Socialbakers. The hierarchy of permissions is as follows:
- View Only
- Create, Publish
- Create, Publish, Approve
To learn about setting up users, roles, approval stages, and more for custom approval workflows, check out the dedicated article "How to Set up Approval Flows" here.
Ad Account Roles
Ad account roles must be set up along with adding your ad accounts to the platform. It's crucial to define and manage visibility of more sensitive data for the right users. There are three pre-defined roles for Ad Accounts: Boost, Manage, and View Data. To dive into all of these roles and their permissions in detail, go to the dedicated article "How to Set Up User-Level Roles and Permissions for Ad Accounts" here.